Certificate Associate

2 weeks ago

Toronto, Canada Foresters Financial Services, Inc. Full time

Career Opportunity

Role Title

Certificate Associate - 6 Month Contract

Purpose of role

**Job Description**:
Duties will include:

- Print, where necessary, policy contract and any additional documents that may or may not require creation (amendments, endorsements, policy summary, reissue, etc.) within the pre-established turnaround times
- Examine each file received to ensure contracts have been issued accordingly, capturing any required documentation deemed necessary by the Underwriter and/or the Case Manager.
- Verify that the contract is issued in accordance with applicable laws, regulations, and Forester’s policies and standards.
- Responsible for identifying, recording and reporting contract discrepancies and errors and then taking appropriate action or if specific scenarios, reach out to Case Manager to re-issue.
- Assemble the policy contract accord to Forester’s policies and bind or prepare for e-policy delivery.
- With paper contracts, where necessary, provide the MGA/Advisor’s mailing address for the distribution of completed contract packages based on contracting/licensing preferences.
- Document and report on daily volumes.
- Escalate any issues related to system issues and contracts output.
- Managing all pending issues to meet or exceed production targets
- Identify and communicate any operational efficiencies to enhance the service experience to Members and Advisors
- Other duties as required

Knowledge/Experience/Skills:

- Post-Secondary education or equivalent work experience
- Enthusiastic team player with a positive attitude
- Ability to multi-task in a fast paced, high volume, tight deadline work environment
- Life Insurance experience is a must
- Highly organized and efficient
- Attention to detailed and accuracy
- Ability to work independently on a repetitive task and maintain high motivation
- Excellent verbal & written communication skills
- Excellent customer service skills
- LOMA designation an asset

Equal Opportunity Employment and Inclusion
- _at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves._
- _
- in advance of your appointment._

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